Learn how to automate the creation of Trello cards and Google Sheets entries from Facebook Lead Ads using Pabbly Connect in this detailed tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect for Automation
To start automating the creation of Trello cards and adding data to Google Sheets from Facebook Lead Ads, first, access Pabbly Connect. You can do this by typing ‘Pabbly.com/connect’ in your browser.
Once you arrive at the Pabbly Connect homepage, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign Up for Free’ button to create an account, which provides you with 100 free tasks each month to explore the platform.
2. Create a New Workflow in Pabbly Connect
After signing in to Pabbly Connect, navigate to the dashboard where you can manage your workflows. To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner.
A dialog box will appear asking for a name for your workflow. Enter a descriptive name like ‘Create Trello Card and Add Data in Google Sheets for Facebook Lead Ads’. You can also select a folder to save your workflow.
- Click on ‘Create’ to proceed.
- Two windows will open for setting up a trigger and an action.
In this workflow, you will set Facebook Lead Ads as the trigger and Trello and Google Sheets as actions. This setup allows you to automate the entire process efficiently using Pabbly Connect.
3. Set Facebook Lead Ads as Trigger
To initiate the automation, select Facebook Lead Ads as your trigger application in Pabbly Connect. The trigger event to choose is ‘New Lead Instant’, which signifies that the workflow will start when a new lead is generated.
Click on ‘Connect Now’ and select ‘Add New Connection’ to link your Facebook Lead Ads account. After successful authorization, choose the Facebook page and lead generation form associated with your ads.
- Select your Facebook page.
- Choose the lead generation form you created.
Once you have completed these steps, click on ‘Save and Send Test Request’. This will prepare Pabbly Connect to capture responses from the lead form.
4. Create Trello Card with Lead Details
The next step involves creating a Trello card using the details captured from Facebook Lead Ads. In your Pabbly Connect workflow, select Trello as the action application and choose the action event ‘Create a Card’.
Click ‘Connect Now’ to link your Trello account. If you have an existing connection, you can select it; otherwise, create a new one by entering your Trello username, API key, and token.
Select the Trello board where you want to create the card. Choose the list ID where the card will be added.
Map the name of the lead to the card title and include other details like email and contact number in the description. Click on ‘Save and Send Test Request’ to create the card in Trello, confirming that your integration works smoothly with Pabbly Connect.
5. Add Lead Data to Google Sheets
Finally, you need to add the lead details to Google Sheets. In your Pabbly Connect workflow, select Google Sheets as the action application and choose ‘Add New Row’ as the action event.
Connect your Google Sheets account by clicking on ‘Sign in with Google’ and granting necessary permissions. After connecting, select your spreadsheet and map the relevant fields such as name, email, and contact number.
Choose the spreadsheet named ‘Facebook Leads’. Map the fields to ensure data is captured correctly.
Click ‘Save and Send Test Request’ to finalize the process. Verify that the data appears in your Google Sheets, confirming that Pabbly Connect has successfully automated the entire workflow.
Conclusion
This tutorial demonstrated how to automate the creation of Trello cards and the addition of data in Google Sheets using Facebook Lead Ads through Pabbly Connect. By following these steps, you can streamline your lead management process effectively.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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